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MRSH

Marsh

1,532 hedge funds and large institutions have $76.1B invested in Marsh in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 610 increasing their positions, 574 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $65.4M | Put options by funds: $35.3M

1.67% more ownership

Funds ownership: 88.96%90.63% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 610 | Existing positions reduced: 574

3% less funds holding

Funds holding: 1,5851,532 (-53)

6% less capital invested

Capital invested by funds: $80.9B → $76.1B (-$4.76B)

17% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 167

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
1,532
Holders Change
-53
Holders Change %
-3.34%
% of All Funds
18.87%
Holding in Top 10
7
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-61.11%
% of All Funds
0.09%
New
138
Increased
610
Reduced
574
Closed
167
Calls
$65.4M
Puts
$35.3M
Net Calls
+$30.1M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
326
Washington Trust Bank
Washington
$10M -$3.86M -21,457 -27%
CIBC World Market
327
CIBC World Market
Ontario, Canada
$10M -$801K -4,456 -7%
YCM
328
Yousif Capital Management
Michigan
$9.99M -$397K -2,209 -4%
GC
329
Guggenheim Capital
Illinois
$9.94M -$704K -3,916 -6%
OPERF
330
Oregon Public Employees Retirement Fund
Oregon
$9.61M -$108K -600 -1%
AAF
331
Andra AP-fonden
Sweden
$9.61M +$234K +1,300 +2%
BAAM
332
Baker Avenue Asset Management
California
$9.59M -$1.31M -7,263 -12%
NA
333
NewEdge Advisors
Louisiana
$9.49M -$1.76M -9,794 -15%
SWIG
334
Strategic Wealth Investment Group
Kentucky
$9.47M +$208K +1,156 +2%
Wealthfront Advisers
335
Wealthfront Advisers
California
$9.36M +$262K +1,456 +3%
MML Investors Services
336
MML Investors Services
Massachusetts
$9.33M +$1.58M +8,801 +20%
Allianz Asset Management
337
Allianz Asset Management
Germany
$9.3M +$502K +2,790 +5%
JA
338
JLB & Associates
Michigan
$9.09M -$648K -3,606 -6%
Commonwealth Equity Services
339
Commonwealth Equity Services
Massachusetts
$9.09M -$2.21M -12,277 -19%
Osaic Holdings
340
Osaic Holdings
Arizona
$9.06M +$121K +674 +1%
FLPIM
341
F.L. Putnam Investment Management
Massachusetts
$9M -$8.71M -48,439 -48%
ACIM
342
Azimuth Capital Investment Management
Michigan
$8.98M +$9.31M +51,757 New
CS
343
Candriam SCA
Luxembourg
$8.95M +$373K +2,073 +4%
MOACM
344
Mutual of America Capital Management
New York
$8.93M -$200K -1,113 -2%
OAM
345
OP Asset Management
$8.88M -$604K -3,358 -6%
KWM
346
Kingsview Wealth Management
Oregon
$8.75M +$6.48M +36,020 +250%
KCG
347
Kinsale Capital Group
Virginia
$8.58M +$590K +3,284 +7%
BCI
348
Brinker Capital Investments
Pennsylvania
$8.51M -$744K -4,137 -8%
CB
349
Commerce Bank
Missouri
$8.36M +$4.34M +24,144 +100%
RBI
350
Raiffeisen Bank International
Austria
$8.25M -$37.8M -210,378 -82%